Financial Services to Offer the Affluent, HNW, UHNW

Financial services financial advisors can offer the affluent, HNW, UHNW

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Financial Services to Offer the Affluent, HNW, UHNW I have been working with financial advisors and wealth managers since 2004. Of course, most of my clients would prefer to be working with more HNW and UHNW affluent clients, yet doing so requires a skill set that many don’t have. What […]
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11 tips for a better financial advisor brand

11 tips for a better financial advisor brand: branding design ideas

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Branding design ideas for financial advisors! I have been working with Financial Advisors on their Branding since 2004! Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, […]
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financial advisor office design

Interior office design and client engagement for financial advisors

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Over the years, interior designers, researchers, and coaches like myself, have experimented with elements that impact client engagement and buying decisions through office design, which is part of your financial advisor brand. A traditional financial advisor’s office has a chair with a desk, and the client sits across the desk, […]
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custom financial advisor brochure

Your Brand: Designing a Custom Financial Advisor Brochure

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What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]
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LinkedIn Profile Wealthy Clients

Building a LinkedIn Profile That Attracts Wealthy Clients

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Today’s blog is a guest blog written by my colleague and friend, Donna Schilder, MCC, Leadership Coach: Building a LinkedIn Profile That Attracts Wealthy Clients “61% of (Financial) Advisers claim to have generated at least one lead directly from their LinkedIn® network.” (Survey by Hubspot) As a Financial Advisor who […]
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4 Ways to Appeal to Affluent Prospects With Your Brand

4 Ways to Appeal to Affluent Prospects With Your Brand

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Targeting affluent prospects is not an easy task. That’s why there is no simple answer to how to appeal to affluent prospects. Accomplishing this task does not involve a get rich quick scheme, an effortless answer, or a magical technique. The affluent are complicated people with complex issues. Learning to […]
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Marketing Question: how to target a specific audience in your marketing?

Marketing Question: How do you target a specific audience in your marketing?

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Marketing Question: How do you target a specific audience in your marketing? If you’ve been following me since 2004, you’ll notice that one of the things I say over and over again is that you must target a specific audience in your marketing. If not, you are just like every […]
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